Bill Brownell

Schwab Charitable™ is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. Since inception, our donors have granted over $29.2 billion to charity. A Schwab Charitable donor-advised fund account enables donors to contribute cash or appreciated assets to a charitable account to help realize the greatest possible tax benefits—and then support their favorite charities over time. With Schwab Charitable, donors are empowered to incorporate charitable planning into their everyday lives, giving them the potential to make a bigger difference in the world. A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation. Consult your tax advisor for more information. Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. © 2023 Schwab Charitable Fund. All rights reserved. (0323-396E)

SV2 is a learning community of innovative givers committed to accelerating equity in the Bay Area through grantmaking and impact investing. For over 25 years, SV2 has been a trusted social innovation leader for shared learning and action. Our mission is to unleash the resources and talents of the Bay Area community to achieve meaningful social impact. Grantmaking We take a trust-based philanthropy approach to grantmaking, supporting mission-driven nonprofits in the Bay Area with unrestricted multi-year grants and Beyond the Dollars support. We focus on funding organizations with diverse teams representative of the communities they serve. We also invite current and alumni Grantees to participate in Grant Round funding decisions – this participatory approach helps us all learn from their expertise and lived experiences. Impact Investing SV2 makes investments in early-stage companies with social or environmental impact at the core of their business model. We are especially focused on allocating capital to founders from underrepresented backgrounds – a big part of our value add is investing in talented founders who have historically been overlooked by venture funding. SV2 looks for three types of return: social or environmental impact, financial return, and “return on learning” – our Partners learn by doing, as they hear pitches, conduct diligence, and allocate SV2’s pooled capital. Immersive Learning We aim to activate and engage givers in their learning journeys, offering content that will help Partners grow in both their practices and their values as givers. Our “SV2 Essentials” curriculum offers workshops and learning experiences focused on grantmaking, impact investing, and equity work. Structures range from 90-minute workshops to multi-session cohort experiences to immersive multi-day trips, allowing for a spectrum of engagement. For more, see SV2’s latest Impact Report found at www.sv2.org